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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,915 | $97,020-9.4% | $83,327+5.5% | $135,380-35.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.44% | 12.31%-14.8pp | 10.64%-13.1pp | 519.81%-522.2pp |
| Employer contribution / active EE | $838 | $4,144-79.8% | $3,379-75.2% | $4,779-82.5% |
| Participant deferral / active EE | $856 | $5,964-85.7% | $5,565-84.6% | $5,609-84.7% |
| Admin fee / account holder | $1,022 | $8,426-87.9% | $7,540-86.5% | $10,828-90.6% |